Overview

Fee Based RIA Celebrating 10 year anniversary with diverse client base. 100% employee owned by founder. Our platform is fiduciary based with risk analysis, investment management through ETF's, stocks, and alternatives including our biotanical cannabis portfolio invested in largest cannabis licensed producers, retail store fronts, and biotechnology. I'm Interested in merging with or acquiring practice $5M to $50M in AUM in Colorado using financing from Live Oak Bank. For questions please contact Jaime McMIllan at ___-___-____.


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